Analytic Core Equity Plus Fund is a private investment fund based in Boston, Massachusetts. According to its most recent Form D, filed Feb 24, 2012, it has sold $868,374,152 of interests to 20 investors since its first sale in Jan 2007. The minimum investment it accepts from an outside investor is $5,000,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. Related persons named in the filing include Peter Rollins; Joan Gulinello; Linda Gibson.
- Total raised
- $868,374,152Cumulative sales reported on Form D
- Investors
- 20
- First sale
- Jan 25, 2007
- Minimum investment
- $5,000,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Other exemption
- Key people and entities
- Peter Rollins; Joan Gulinello; Linda Gibson
- Latest Form D
- Feb 24, 2012
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Analytic Core Equity Plus Fund
What is the minimum investment for Analytic Core Equity Plus Fund?
According to its latest Form D, filed Feb 24, 2012, the minimum investment Analytic Core Equity Plus Fund accepts from an outside investor is $5,000,000.
Who can invest in Analytic Core Equity Plus Fund?
Analytic Core Equity Plus Fund is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7).
How much has Analytic Core Equity Plus Fund raised?
Analytic Core Equity Plus Fund reports $868,374,152 sold from 20 investors on its Form D filed Feb 24, 2012. This is cumulative sales since the offering began, not current assets or performance.
Where is Analytic Core Equity Plus Fund based?
Analytic Core Equity Plus Fund is based in Boston, Massachusetts.
When did Analytic Core Equity Plus Fund launch?
Analytic Core Equity Plus Fund reports its first sale in Jan 2007.
Size compared with every private investment fund
Raised more than 91% of the 540 private investment funds based in Massachusetts, and more than 92% of all 10,212 that report sales.
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